GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

70 hedge funds and large institutions have $39.7M invested in Gabelli Healthcare & Wellness Trust in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+1
Holders Change %
+1.45%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
29
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$2.72M
2
RL
2
RPO LLC
Connecticut
$393K
3
WAM
3
Wolverine Asset Management
Illinois
$1.26M
4
AA
4
AQR Arbitrage
Connecticut
$554K
5
BFM
5
Boothbay Fund Management
New York
$177K

Top Sellers

1
BPA
1
Beacon Pointe Advisors
California
$0
2
Wells Fargo
2
Wells Fargo
California
$5.25M
3
USCWA
3
U.S. Capital Wealth Advisors
Texas
$182K
4
Morgan Stanley
4
Morgan Stanley
New York
$2.79M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$8.35K -$4.87K -489 -37%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
PIAS
53
PCA Investment Advisory Services
Ohio
$5.98K +$5.98K +600 New
RCM
54
Raleigh Capital Management
North Carolina
$4.54K +$60 +6 +1%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$4.36K +$4.36K +438 New
Bessemer Group
56
Bessemer Group
New Jersey
$4K +$436 +42 +12%
TWM
57
Tradition Wealth Management
Minnesota
$3K – – –
WP
58
WealthPLAN Partners
Nebraska
$2.33K – – –
CSPIA
59
Cary Street Partners Investment Advisory
Virginia
$1.89K +$1.89K +190 New
AWM
60
Avior Wealth Management
Nebraska
$1.44K – – –
CWA
61
Clearview Wealth Advisors
Oregon
$1.2K +$30 +3 +3%
HI
62
Harbour Investments
Wisconsin
$1.2K – – –
CA
63
Clearstead Advisors
Ohio
$933 +$20 +2 +2%
US Bancorp
64
US Bancorp
Minnesota
$867 – – –
CWC
65
Carolinas Wealth Consulting
North Carolina
$737 – – –
SWA
66
SOA Wealth Advisors
New York
$598 – – –
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$478 – – –
MRCM
68
M&R Capital Management
New Jersey
$458 – – –
PWMG
69
Prestige Wealth Management Group
New Jersey
$170 – – –
HNB
70
Huntington National Bank
Ohio
$169 -$172 – –
KFI
71
Key Financial Inc
Pennsylvania
$100 – – –
BPA
72
Beacon Pointe Advisors
California
– -$1.63M -161,700 Closed
Citadel Advisors
73
Citadel Advisors
Florida
– -$173K -17,192 Closed
RA
74
Rise Advisors
New York
– -$12.8K -1,272 Closed
ASN
75
Advisory Services Network
Georgia
– -$9.71K -962 Closed
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